FEATURES

Everything connects.
Here's what's inside.

Each feature saves its work as scored data, so the next feature can use it. Tap a feature to jump to it, then watch the short video or read the guide.

Document

All plans

Guided evaluations

Standardized administration, built in. Every guided evaluation gives each clinician the same directions, stimulus images, age norms, scoring and basal and ceiling rules, so results are consistent no matter who gives the evaluation.

• About 15 guided evaluations and screenings, early childhood through adult, filtered by age
• Includes Adaptive Participation, for children who don't tolerate a traditional evaluation well
• Item, subdomain, domain and composite scores calculated for you
• Strengths and areas of concern pulled straight from the scored items
• Mark Does Not Qualify, and the client's workflow ends there

Watch the video →Evaluations and assessments guides →

Interactive walkthroughs:Walk through a guided evaluationSchool-age evaluationIEP motor screening

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Complete a guided evaluation

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Standardized Assessment Library

Enter scores from the standardized tools you already use, and they become a building block for every future report, not a PDF lost in a folder.

• 18 templates, including Beery VMI-6, BOT-3, PDMS-3, SPM-2 and Sensory Profile 2
• Standard scores and percentiles stored as data
• Add them to any evaluation, assessment or progress report

Watch the video →Evaluations and assessments guides →

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Standardized assessments

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Client / caregiver questionnaires

Send questionnaires to families, teachers or clients by secure email. Responses come back scored and merge straight into your reports, with no retyping and no per-send fees.

• 21 templates, including ENGAGE, FPOM, sensory and executive functioning
• English or Spanish, with link expiry you control
• Compare what home and school report with your clinical findings

Watch the video →Session notes and questionnaires guides →

Interactive walkthroughs:Send and review a questionnaire

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Questionnaires and merging into reports

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Report Wizard

Pick the building blocks, the report type and the reader. Because the data is already saved and scored, the report is ready in about a minute. You review, edit and sign every line.

• 7 report types: full and abbreviated evaluations, screening, progress, assessment, questionnaire and attendance
• Written for the reader: medical/insurance, School/IEP (strength-based, participation-focused), parent-friendly, teacher or therapist-focused
• Medical or educational necessity statement, current level of function and suggested eligibility on evaluation reports
• Translate into 17 languages and export to Word

Watch the video →Reports, plans of care and goals guides →

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Report Wizard walkthrough

All plans

Plans of care and goal bank

Plans of care start from the evaluation. Goals are generated from the results or picked from your goal bank, and each one is linked to its baseline, ready for a physician signature or an IEP meeting.

• Structured goals: skill, context, support, measurement, mastery and baseline
• Goal sentence builder and team-favorite goals
• Current level of function, strategies, frequency and visits in one place

Watch the video →Reports, plans of care and goals guides →

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Plans of care for medical necessity

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Session notes with GPI and SPI

Open a session and the plan-of-care goals are already there. Record performance and support, and MyTherapyWizard calculates the Goal Performance Index (GPI) and Session Performance Index (SPI) for you.

• GPI weighs accuracy by the support needed: 70% independent and 70% with maximum assistance score differently
• Minutes, units, session factors and caregiver training captured once
• Signed notes feed progress reports and billing readiness

Watch the video →Session notes and questionnaires guides →

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Session notes and smart codes

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Progress reports in seconds

Quarterly and IEP progress reports are built from the goal data already in your session notes. For a school caseload of 80, that's a data task, not a weekend.

• Pick the sessions and date range, then the reader
• Progress shown against the original baseline
• Consistent reports across every clinician on the team

Watch the video →School-based practice guides →

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Progress reports from session notes

Run your day

All plans

Scheduling

Daily, weekly and monthly calendars with recurring sessions. Attendance status flows into attendance reports automatically, and your telehealth link can sit right on the appointment.

• Filter by therapist, discipline and caseload role
• Recurring sessions in a couple of clicks
• Attendance reports for payers and schools

Watch the video →Clients and scheduling guides →

Interactive walkthroughs:Schedule recurring sessions

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Scheduling and appointments

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Client records and secure communication

Every evaluation, note, report, plan of care, consent and authorization lives in one client record. Reports and documents go to families by secure, password-protected email. There's no patient portal to pay for or forget.

• Import your client list from a spreadsheet
• Insurance, eligibility history, providers and consents in one place
• Secure sharing with families and caregivers

Watch the video →Clients and scheduling guides →

Interactive walkthroughs:Create a client profileImport clients from a spreadsheet

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The therapy record

All plans

My Worklist

One screen that shows each clinician what needs attention: unsigned notes, missing codes, expiring plans of care and authorizations, and workflow steps that are due or overdue.

• Upcoming and overdue workflow steps
• Caseload table with flags and signature needs
• Nothing to remember, nothing on sticky notes

Watch the video →Getting started guides →

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My Worklist

Teams

Teams plans

Flow Settings: your workflow, built in

Like a project management app built into your EMR. Lay out your practice's flow once, from consent and intake to authorization, and every step gets an owner and a workday deadline.

• Client lifecycle strip shows where every client is
• Rename, reorder or turn off stages to match your practice
• Payer rules for co-signs, modifiers and visit limits

Watch the video →Teams setup guides →

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Flow and lifecycle stages

Teams plans

Needs Action and Clinical Review

Admins see every upcoming and overdue item across the team in one list, and everything waiting for review or co-signature in another.

• Assigned to me or Everyone views
• Approve or flag plans of care, evaluations and reports
• Ignore items that no longer apply; export to CSV or PDF

Watch the video →Teams features guides →

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Needs Action

Teams plans

Supervision and co-sign

Supervision relationships, signed supervision notes and co-sign rules are built into the workflow, so new clinicians and assistants produce veteran-level documentation from day one.

• Co-sign required by payer, code or document type
• Supervision notes with export
• Great for academic programs and student clinicians

Watch the video →Teams features guides →

Interactive walkthroughs:Set up districts, schools and supervision

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Supervision

Teams plans

Digital intake and consent forms

Build or clone consent and intake forms. Families sign on their phone, and a signed PDF returns to the client record automatically.

• Send by secure email or share a public link
• New submissions can create the client record for you
• Send log so you always know what's outstanding

Watch the video →Billing and intake guides →

Interactive walkthroughs:Intake forms and consents

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Forms and links

Teams plans

Roles and permissions

Admin, Therapy Admin, Therapist and Office Staff roles each come with sensible defaults, and you can turn any permission on or off per person. Academic programs can unlock features for students when faculty are ready.

• Limit clinicians to their own caseload
• Read-only authorization view for therapists
• Office staff get the operations screens they need

Watch the video →Teams setup guides →

Interactive walkthroughs:Set up your organization

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Role permissions overview

Billing add-on

Billing add-on

Eligibility, provider orders and prior authorizations

Check eligibility in batches, track provider orders and see every authorization's visits and units asked, approved and used, with expiring auths flagged before they cost you.

• Batch and single eligibility checks through ClaimMD
• Provider directory with NPI validation
• Missing documents and expiring auths flagged

Watch the video →Billing and intake guides →

Interactive walkthroughs:Create and send provider ordersManage referring providers

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Billing and claims permissions

Billing add-on

Claims, ERAs and accounting

Claims are built from signed session notes and sent through your ClaimMD account. ERAs post back, denials show their reason codes, and balances, invoices and superbills live in one place.

• Billing bundles with your own codes and modifiers
• Denials with reason codes, ready to appeal or resubmit
• Optional: school teams and private-pay practices don't need it

Watch the video →Billing and intake guides →

Interactive walkthroughs:Build billing bundles

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Connecting ClaimMD